Johnson & Johnson $JNJ Shares Sold by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. decreased its holdings in shares of Johnson & Johnson (NYSE:JNJ) by 3.8% during the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 369,333 shares of the company’s stock after selling 14,781 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in Johnson & Johnson were worth $93,800,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. World Investment Advisors grew its holdings in Johnson & Johnson by 19.6% in the fourth quarter. World Investment Advisors now owns 161,343 shares of the company’s stock valued at $33,390,000 after purchasing an additional 26,450 shares during the period. Principal Financial Group Inc. raised its stake in Johnson & Johnson by 0.8% during the fourth quarter. Principal Financial Group Inc. now owns 3,410,177 shares of the company’s stock worth $705,736,000 after purchasing an additional 28,370 shares during the period. Signal Advisors Wealth LLC raised its stake in Johnson & Johnson by 76.1% during the first quarter. Signal Advisors Wealth LLC now owns 15,126 shares of the company’s stock worth $3,697,000 after purchasing an additional 6,539 shares during the period. Louisiana State Employees Retirement System acquired a new position in shares of Johnson & Johnson in the 1st quarter valued at $30,017,000. Finally, Gradient Investments LLC grew its stake in shares of Johnson & Johnson by 9.9% during the 2nd quarter. Gradient Investments LLC now owns 152,831 shares of the company’s stock valued at $38,815,000 after buying an additional 13,737 shares during the period. Hedge funds and other institutional investors own 69.55% of the company’s stock.

Johnson & Johnson Stock Up 1.3%

Shares of Johnson & Johnson stock opened at $278.66 on Friday. Johnson & Johnson has a twelve month low of $173.33 and a twelve month high of $281.07. The stock has a market cap of $671.54 billion, a price-to-earnings ratio of 32.29, a price-to-earnings-growth ratio of 2.63 and a beta of 0.24. The company has a current ratio of 1.09, a quick ratio of 0.81 and a debt-to-equity ratio of 0.44. The company has a fifty day moving average price of $261.57 and a 200 day moving average price of $244.85.

Johnson & Johnson (NYSE:JNJ) last released its quarterly earnings data on Wednesday, July 15th. The company reported $2.90 EPS for the quarter, beating the consensus estimate of $2.84 by $0.06. The company had revenue of $25.31 billion for the quarter, compared to analyst estimates of $25.06 billion. Johnson & Johnson had a return on equity of 32.42% and a net margin of 21.48%.The firm’s revenue was up 6.6% compared to the same quarter last year. During the same period last year, the company posted $2.77 earnings per share. Johnson & Johnson has set its FY 2026 guidance at 11.600-11.750 EPS. Equities research analysts forecast that Johnson & Johnson will post 11.61 earnings per share for the current fiscal year.

Johnson & Johnson Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 8th. Investors of record on Tuesday, August 25th will be issued a dividend of $1.34 per share. This represents a $5.36 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Tuesday, August 25th. Johnson & Johnson’s dividend payout ratio (DPR) is presently 62.11%.

Trending Headlines about Johnson & Johnson

Here are the key news stories impacting Johnson & Johnson this week:

• Positive Sentiment: UBS initiated coverage with a Buy rating and a $320 price target, implying roughly 15%–16% upside from recent levels. The target reflects greater confidence in J&J’s pharmaceutical pipeline and potential for stronger growth. J&J Jumps as UBS Lifts Its Target to $320
• Positive Sentiment: Recent business momentum remains constructive: J&J’s latest quarterly revenue increased 6.6% year over year, while earnings and revenue exceeded analyst expectations. A separate analysis noted that new products have more than offset sales lost from older medicines, supporting the company’s growth narrative. Johnson & Johnson Replaced Lost Sales With New Ones
• Neutral Sentiment: J&J will participate in the Deutsche Bank 2026 Healthcare Summit on September 17. The presentation could provide updates on the pipeline, growth strategy and financial outlook, but the announcement itself does not change fundamentals. Johnson & Johnson to Participate in the Deutsche Bank Healthcare Summit
• Negative Sentiment: An analyst lowered the FY2026 EPS forecast, creating a modest headwind against the bullish analyst target and suggesting expectations for near-term earnings growth may be moderating.
• Negative Sentiment: Analysts continue to flag Stelara and upcoming drug patent expirations, weakness in MedTech and ongoing talc litigation as risks. The stock’s approximately 56% 12-month gain and valuation near its 52-week high leave less room for disappointment, particularly because the current price may already anticipate growth above management’s guidance. J&J Faces Multiple Headwinds Does J&J Talc Verdict Add to Legal Risk?

Analysts Set New Price Targets

Several research analysts recently weighed in on JNJ shares. Leerink Partners raised Johnson & Johnson from a “market perform” rating to an “outperform” rating and set a $265.00 target price on the stock in a research report on Wednesday, May 13th. Weiss Ratings raised Johnson & Johnson from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, July 24th. Wells Fargo & Company upped their price target on Johnson & Johnson from $272.00 to $282.00 and gave the stock an “overweight” rating in a research note on Monday, August 3rd. Bank of America raised their price objective on Johnson & Johnson from $254.00 to $263.00 and gave the stock a “neutral” rating in a report on Friday, July 10th. Finally, Scotiabank reiterated an “outperform” rating and set a $305.00 target price on shares of Johnson & Johnson in a report on Thursday, July 16th. One research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $272.83.

Insider Buying and Selling

In other Johnson & Johnson news, EVP Jennifer Taubert sold 15,000 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $263.36, for a total value of $3,950,400.00. Following the completion of the transaction, the executive vice president owned 194,451 shares in the company, valued at $51,210,615.36. This represents a 7.16% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Kathryn Wengel sold 10,000 shares of the stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $241.15, for a total transaction of $2,411,500.00. Following the completion of the sale, the executive vice president directly owned 114,288 shares of the company’s stock, valued at $27,560,551.20. This trade represents a 8.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 63,972 shares of company stock valued at $16,245,605. Insiders own 0.16% of the company’s stock.

Johnson & Johnson Company Profile

Johnson & Johnson is a multinational healthcare company headquartered in New Brunswick, New Jersey, that develops, manufactures and markets a broad range of products across pharmaceuticals, medical devices and previously consumer health. Founded in 1886 by the Johnson family, the company has grown into a global healthcare organization with operations and sales in many countries around the world.

The company’s pharmaceuticals business, organized largely under its Janssen research and development organization, focuses on prescription medicines across therapeutic areas such as immunology, infectious disease, oncology and neuroscience.